{"id":7963,"date":"2022-12-14T09:59:10","date_gmt":"2022-12-14T14:59:10","guid":{"rendered":"https:\/\/www.nptrust.org\/?p=7963"},"modified":"2024-07-16T15:45:29","modified_gmt":"2024-07-16T20:45:29","slug":"opportunity-outlines-guide-donors-to-their-giving-goals","status":"publish","type":"post","link":"https:\/\/www.nptrust.org\/philanthropic-resources\/philanthropist\/opportunity-outlines-guide-donors-to-their-giving-goals\/","title":{"rendered":"Opportunity Outlines Guide Donors to Their Giving Goals"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">NPT\u2019s Philanthropic Solutions Group can help donors <a href=\"https:\/\/www.nptrust.org\/philanthropic-strategy\/\" target=\"_blank\" rel=\"noreferrer noopener\">develop a philanthropic strategy<\/a>, zero in on focus areas and equip them with tools and analysis to maximize their philanthropic impact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One of the most effective ways to explore a donor\u2019s areas of interest is through our customizable <strong>Opportunity Outline<\/strong>. We\u2019ve assembled a short case study below to illustrate the process of how NPT works with donors and advisors to create actionable research.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">The Ask<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A donor, who was new to philanthropy, and her financial advisor approached NPT for help getting started with giving\u2014specifically with identifying potential grantee organizations to support.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.nptrust.org\/philanthropic-consulting\/\" target=\"_blank\" rel=\"noreferrer noopener\">NPT\u2019s Philanthropic Consulting<\/a> experts facilitated a call to learn more about the donor\u2019s giving interests along with her motivations for giving, issues that prompted a sense of urgency for her and geographies and populations she might prefer to support.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Through this consultation, the donor articulated a desire to support programs that foster a love of reading and writing. She wanted to focus on young students from racially diverse backgrounds in two large U.S. cities she knew well. She was less interested in school-based programs, citing the potential complexity of navigating public school curricula.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">The Offering<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The donor and NPT\u2019s team agreed that an Opportunity Outline would be a valuable resource. NPT\u2019s customized Opportunity Outlines offer donors an overview of an issue along with a researched list of potential grantees that align with the donor\u2019s giving criteria. In this case, NPT\u2019s team and the donor agreed upon profiling five organizations.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">The Process<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">NPT\u2019s team conducted desk research to identify the broadest range of nonprofit organizations fitting the donor\u2019s criteria. The initial scan yielded nearly 200 organizations. The team similarly researched and interviewed funders in the literacy field\u2014regardless of geography\u2014seeking innovative grants and leading practitioners who could offer unique insights and knowledge of trends in the literacy field.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">The Challenge<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Following the preliminary round of desk research and review of funders, the team found that many organizations were outside the scope of the donor\u2019s criteria. Many projects were school-based. Some were national in scope. There was also something intangible missing: an emphasis on nurturing a love of reading and writing. NPT\u2019s team pivoted to refine the search criteria to focus less on literacy\u2014a standard skill assessed in school curricula\u2014and instead shifted to explore after-school literary arts programs.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">The Result<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The shift in focus yielded a strong list of nonprofit organizations. Several programs emphasized not only reading and writing skills but also a focus on confidence-building. Ultimately, NPT\u2019s team identified six organizations that aligned with the donor\u2019s criteria and reached out to each one to learn more about programming and impact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The donor received the Opportunity Outline that included an overview of the literacy and literary arts fields, where philanthropy can play a role, brief narrative summaries of six organizations to consider for her grantmaking and a heat map detailing how each organization aligned with her criteria. The document also included detailed methodology as well as contact information for each of the six organizations.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">The Outcome<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Following the delivery of the Opportunity Outline, NPT\u2019s team scheduled a meeting to review it with the donor and her financial advisor. The donor noted that the profiled organizations were ones she would not have discovered on her own and was excited to begin her grantmaking journey with grants to two of the organizations.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">For donors interested in Opportunity Outlines and other philanthropic guidance,\u202fNPT remains ready to help you help others. Contact our Philanthropic Solutions team at\u202f<a href=\"mailto:philanthropicsolutions@nptrust.org\" target=\"_blank\" rel=\"noreferrer noopener\">philanthropicsolutions@nptrust.org<\/a>\u202for (888) 878-7900.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>NPT\u2019s Philanthropic Solutions Group can help donors develop a philanthropic strategy, zero [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":7962,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"_has_post_settings":[],"footnotes":""},"categories":[44],"tags":[],"hashtags":[],"class_list":["post-7963","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-for-donors"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Opportunity Outlines Guide Donors to Their Giving Goals | 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